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Destination Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Destination Wealth Management’s Portfolio MGC Stock Details MGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.11M Sell
38,564
-144
-0.4% -$35.7K 0.24% 78
2025
Q4 		$9.72M Sell
38,708
-588
-1% -$146K 0.25% 77
2025
Q3 		$9.59M Sell
39,296
-443
-1% -$104K 0.26% 77
2025
Q2 		$8.94M Sell
39,739
-1,628
-4% -$337K 0.26% 76
2025
Q1 		$8.33M Buy
41,367
+351
+0.9% +$74.7K 0.26% 78
2024
Q4 		$8.72M Sell
41,016
-2,690
-6% -$572K 0.27% 77
2024
Q3 		$9.03M Buy
43,706
+1,546
+4% +$308K 0.28% 76
2024
Q2 		$8.32M Sell
42,160
-1,247
-3% -$235K 0.27% 74
2024
Q1 		$8.11M Sell
43,407
-2,480
-5% -$442K 0.27% 75
2023
Q4 		$7.77M Sell
45,887
-1,251
-3% -$199K 0.27% 78
2023
Q3 		$7.16M Sell
47,138
-1,983
-4% -$312K 0.28% 76
2023
Q2 		$7.69M Sell
49,121
-614
-1% -$90.7K 0.29% 75
2023
Q1 		$7.12M Sell
49,735
-411
-0.8% -$56.9K 0.27% 78
2022
Q4 		$6.64M Buy
50,146
+678
+1% +$90.6K 0.26% 83
2022
Q3 		$6.17M Sell
49,468
-1,173
-2% -$163K 0.26% 81
2022
Q2 		$6.67M Sell
50,641
-1,055
-2% -$151K 0.27% 81
2022
Q1 		$8.22M Sell
51,696
-3,925
-7% -$616K 0.3% 74
2021
Q4 		$9.35M Sell
55,621
-1,596
-3% -$260K 0.33% 69
2021
Q3 		$8.72M Buy
57,217
+1,929
+3% +$303K 0.34% 69
2021
Q2 		$8.42M Buy
55,288
+1,493
+3% +$221K 0.33% 71
2021
Q1 		$7.54M Buy
53,795
+27,041
+101% +$3.71M 0.31% 71
2020
Q4 		$3.57M Sell
26,754
-566
-2% -$71.6K 0.16% 81
2020
Q3 		$3.28M Buy
27,320
+92
+0.3% +$10.9K 0.17% 74
2020
Q2 		$2.98M Buy
27,228
+4,355
+19% +$451K 0.16% 73
2020
Q1 		$2.08M Buy
+22,873
New +$2.44M 0.13% 76

Other funds holding MGC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Destination Wealth Management's MGC Position: Q1 2026 in Review

Destination Wealth Management reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 0.37% in Q1 2026, selling an estimated $35.7K and leaving 38,564 shares worth $9.11M. The position accounts for 0.24% of the portfolio, ranked #78.

Destination Wealth Management first reported a position in MGC in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.72M in Q4 2025. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

  • Destination Wealth Management held 38,564 shares of Vanguard Mega Cap 300 Index ETF worth $9.11M as of Q1 2026.
  • Destination Wealth Management sold 144 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $35.7K.
  • Vanguard Mega Cap 300 Index ETF made up 0.24% of Destination Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Destination Wealth Management first reported a position in Vanguard Mega Cap 300 Index ETF in Q1 2020 and has held it in 25 quarters since.
  • Destination Wealth Management's Vanguard Mega Cap 300 Index ETF position peaked at $9.72M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.